Ford Financial Advisors, Limited
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ford Financial Advisors, Limited provides comprehensive financial advisory services to individuals and small businesses, including financial planning, quantitative portfolio analysis, and ongoing non-discretionary investment management. The firm states it places no account size minimum and encourages annual financial plans to help clients maintain a clear picture of their financial position.
Investment advice is tailored to each client’s goals, risk tolerance and time horizon, with an emphasis on long-term, diversified portfolios that rely primarily on mutual funds selected from top-quartile rankings and research sources such as Morningstar, S&P and Thompson Financial. The firm conducts periodic reviews, delivers written meeting summaries, and offers both ongoing asset-based management and consultative hourly engagements for single-issue advice.
Compared with many peers in the investment-manager category, the firm maintains an insurance broker relationship (SVNQ Insurance Marketing) and its adviser also sells life, health, disability, long-term care and Medicare-related insurance products, a separate activity disclosed as occupying a small portion of time. The firm further distinguishes itself by not accepting discretionary trading authority or custody of client assets and by having no formal broker-dealer affiliations, operating on a client-authorized trading model.
Client services
Expertise
Occupation focus
Fee options
$300 per hour for consultative advice on single issues
Minimum fee: Minimum annual fee of $2,000 for Financial Planning
Main office
Pittsburgh PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Ford Financial Advisors, Limited · Rita A. Ford, Financial Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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